OTA Franchise Corporation

About OTA Franchise Corporation

OTA’s education is geared toward individual investors or traders, novice or experienced, who want to learn how to use the same tools and professional trading techniques as the professional traders on Wall Street. These courses offer a complete education and training experience focusing on trading fundamentals, technical analysis, risk management, and highly-developed skills of execution for virtually any trading instrument. Classes cover a spectrum of trading styles and asset classes, from Short Term Trading, Swing Trading, Position Trading, and Investment Theory for Stocks, Exchange Traded Funds, Options, Futures (Eminis & Commodities) and Currencies.

Once the mechanics of trading have been learned, students may opt to spend an additional training period in virtual classrooms called “Extended Learning Tracks” or “XLT’s”, an online learning experience which enables the student to choose the area of study that best fits their chosen trading style, asset class and learning objectives.

OTA allows the student to experience live trading in a classroom environment and covers the commissions and losses because OTA believe the only way to learn trading is to do it, in the live market with an experienced trader/instructor. Online Trading Academy students, become part of a community of active traders committed to succeed through continuously improving their professional skills. Many of OTA classes offer free “retakes” for as long as the student is enrolled, while others offer lifetime learning at a reasonable cost.

At Online Trading Academy, we have always believed in the power of excellent financial education to dynamically transform lives. We’re propelled by a sincere desire to support and encourage people to discover and act on their individual, motivating “Why?”

And from what we have observed, that “Why” usually doesn’t mean the pursuit of pure profit. For most people, their “Why” is to positively affect and influence others, whether it’s a family member, another individual, a community or a worthy cause.

That same “Why” is at the heart of our company culture, and the reason it clearly resonates with the principles that define benefit corporations, such as social and environmental responsibility, accountability and transparency. Seeking certification and becoming a B Corp has allowed us an opportunity to publicly commit to continue to operate provide innovative education as a force for good. The rigorous certification process has not only challenged us to establish systems to ensure that we continue to measure what matters, but also to set targets to help improve future impact assessments and increase our impact on the world.

Our employees are excited and proud to be part of the B Corp movement. We can state with confidence that Online Trading Academy is a company that benefits not only our students, but all stakeholders including also our employees, their families and the communities where we live and work, and all around the globe.

The Change We Seek®

OTA’s management team, instructors and employees, are dedicated to making a positive difference in the world through professional education and the hosting and support of a vibrant online and on location student community. It is important to OTA to measure the success of the business in part by the impact of the education both directly and indirectly, on the welfare of individuals, families and communities.

OTA is designed to be inclusive and is committed to serving diverse populations around the world by making a positive social contribution. This is something that involves everyone at OTA, and they all seek alignment throughout the entire global network in pursing these goals. It is OTA's experience that as they help others to define, believe and achieve their “why” lives and communities are enriched.

What makes us a better company?

B Impact Report

Certified since:

July 2017

Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

12

7

Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

16

18

Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

13

N/A

Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

25

17

Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.